As a Portfolio Manager, I develop customized investment portfolios for high-net-worth individuals, families and trusts. Through disciplined investment research, strategic asset allocation and risk management, I help clients pursue their long-term financial goals while navigating changing market conditions. I am committed to delivering tailored investment solutions and building lasting relationships through thoughtful guidance and clear communication.
My Experience
Since joining Fiduciary Trust International nine years ago, I have advanced through a variety of investment roles, taking on progressively greater responsibilities in portfolio management and client service. Working closely with high-net-worth individuals and families, I have developed expertise in portfolio construction, asset allocation and client relationship management, helping clients stay focused on their long-term financial goals.
Education
- Santa Clara University, Bachelor of Science in Finance
Financial Credentials
- Certified Financial Planner (CFP)
Community Involvement
- Big Brothers Big Sisters of America
- Girls With Impact